Jobs & Scheduling

Best Practices for Job Notes and Documentation

Document job work effectively in Local Business Pro with notes that help your team and customers.

beginner 4 min read notes documentation job best-practices
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Quick Answer: Add notes to jobs documenting what was done, parts used, issues found, and follow-up needed. Good notes help with customer service, warranty claims, and team communication.

What to Document

  • Work performed - What was actually done
  • Parts/materials used - What was installed or replaced
  • Issues found - Problems discovered during service
  • Customer conversations - What was discussed or promised
  • Follow-up needed - Anything requiring future attention
  • Access info - Gate codes, parking instructions for next visit

Adding Notes

  1. Open the job detail page
  2. Find the Notes section
  3. Click Add Note
  4. Enter your documentation
  5. Save the note
  6. Notes are timestamped and attributed to the author

Note Writing Tips

  • Be specific: 'Replaced capacitor on outdoor unit' not 'Fixed AC'
  • Include part numbers: Helpful for warranty and reorders
  • Note customer feedback: 'Customer happy with result'
  • Document recommendations: 'Suggested annual maintenance'

Frequently Asked Questions

Q: Can customers see job notes?
A: Internal notes are not visible to customers unless you share them.

Q: Can I add photos to job notes?
A: Yes, attach photos to document work visually.